Your Document Library lets you upload brochures, service overviews, and other materials once, then attach them to any proposal you submit — no re-uploading each time.
Adding Documents
Open Library from your provider dashboard navigation and upload your files. You can store up to 50 active documents, each up to 10 MB. Supported formats: PDF, DOC, DOCX, PPT, PPTX, CSV, PNG, JPG, GIF, and WEBP. You can rename a document at any time.
Attaching Documents to a Proposal
When you submit or edit a proposal, use the document picker to choose files from your library (or upload a new one). You can attach up to 5 documents to a single proposal. Case managers see them alongside your written response, and they are included in proposal exports.
Archiving and Retention
Documents that have been used in a proposal are archived rather than permanently deleted, and are kept for a year after the related RFP closes so case managers can still view what you sent. Archive documents you no longer use to free up space in your library.